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635 hedge funds and large institutions have $13.1B invested in AES in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 250 increasing their positions, 247 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $60M | Put options by funds: $20.4M

1% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 247

0.64% less ownership

Funds ownership: 95.08%94.44% (-0.64%)

6% less funds holding

Funds holding: 674635 (-39)

14% less capital invested

Capital invested by funds: $15.3B → $13.1B (-$2.22B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

43% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 80

Holders
635
Holders Change
-39
Holders Change %
-5.79%
% of All Funds
9.97%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
46
Increased
250
Reduced
247
Closed
80
Calls
$60M
Puts
$20.4M
Net Calls
+$39.6M
Net Calls Change
+$5.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$1.09M
CHAM
302
Clear Harbor Asset Management
Connecticut
$1.08M +$106K +4,830 +10%
M&T Bank
303
M&T Bank
New York
$1.07M +$32.2K +1,462 +3%
Schroder Investment Management Group
304
Schroder Investment Management Group
United Kingdom
$1.06M -$172K -7,798 -13%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$1.06M +$5.48K +249 +0.5%
Teacher Retirement System of Texas
306
Teacher Retirement System of Texas
Texas
$1.05M -$522K -23,720 -32%
SCM
307
Stevens Capital Management
Pennsylvania
$1.04M +$567K +25,758 +105%
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$1.04M +$21.9K +993 +2%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$1.04M -$685K -31,111 -38%
Commonwealth Equity Services
310
Commonwealth Equity Services
Massachusetts
$1.03M -$16.3K -742 -1%
FHB
311
First Hawaiian Bank
Hawaii
$1.03M -$2.51K -114 -0.2%
GLA
312
Great Lakes Advisors
Illinois
$1,000K -$2.38M -108,279 -69%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$984K -$181K -8,233 -15%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$968K -$211K -9,591 -17%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$934K +$52.4K +2,378 +6%
MA
316
Mutual Advisors
Nebraska
$928K +$174K +7,917 +21%
Verition Fund Management
317
Verition Fund Management
Connecticut
$926K +$427K +19,373 +77%
DA
318
Duality Advisers
Florida
$905K +$610K +27,696 +174%
VPIM
319
Vanguard Personalized Indexing Management
California
$866K +$133K +6,028 +17%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$858K -$44K -2,000 -5%
Parallax Volatility Advisers
321
Parallax Volatility Advisers
California
$858K -$1.37M -62,374 -60%
CIC
322
Cornercap Investment Counsel
Georgia
$838K +$18.2K +828 +2%
CIC
323
Canal Insurance Company
South Carolina
$829K
Mariner
324
Mariner
Kansas
$820K -$30.7K -1,396 -3%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$795K +$91K +4,134 +12%

AES Hedge Fund Activity: Q2 2023 in Review

635 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2023, worth a combined $13.1B — down 14% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of AES and 46 opened new positions — a net loss of 34 holders — while 247 trimmed existing stakes and 250 added.

The largest buyer was Capital International Investors, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $553M.

  • 635 institutional investors held AES (AES) as of Q2 2023, down from 674 in Q1 2023.
  • Funds reported $13.1B of AES stock for Q2 2023, down 14% quarter-over-quarter.
  • 46 funds opened new AES positions in Q2 2023 and 80 closed out, a net change of -34 holders.
  • The largest AES buyer in Q2 2023 was Capital International Investors, an estimated $139M added.
  • The largest AES seller in Q2 2023 was Capital World Investors, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2023.